survey in quotation

[Former Member]

Hello,

I am using quotation in a sales process, during the conversation with the customer there are certain questions I need to ask the customer in order to give him the relevant product and pricing

Is it possible to have a survey in quotation?

Thank you very much.

Ohad

[former_member200342 · Accepted solution]

Hi,

Yes you can have survey in quotations. Just define a new survey using SPRO.

Assign the survey to the quotation transaction type and make it active.

Regards,

PP